Tip #554: Recently Visited Items in Outlook Client

Recently Visited

One fantastic time saving feature in Dynamics CRM is recently visited items. In CRM in browser, if I click the drop-down arrow by an entity tile, I will see the recently viewed records for that entity. But what if I’m using CRM for Outlook? There is not drop-down to display the recently visited records. But […]

Tip #465: Learn how Outlook and Exchange synchronization works

In Tip 435 we mentioned the old CRM 4.0 synchronization whitepaper as an “oldie” but still valuable whitepaper. Great news! This whitepaper has been updated. the all new “how it works” whitepaper. The CRM team has done a great job of documenting the way that synchronization works, including clarification on how deletes are handled, and […]

Tip #432: Make your emails look nice, really nice

tl;dr Today’s post is not about CRM at all, it’s about CTRL + 0 combination in Outlook and Word. Go on, try this shortcut when typing your next email or document. Boring details I’m all about style. Not in clothes, in that department I’m hopeless and prefer to delegate. I’m talking about CSS in HTML or styles […]

Tip #270: Close Appointments from Outlook

We recently posted a tip about how non completed tasks are deleted from CRM if the owner deletes the task in Outlook. The same applies to non “closed” appointments. The problem is, for Outlook users, there is no “close appointment” button in Outlook. The user must open the Appointment in CRM to close the appointment […]

Tip #269: Server Sync and View in CRM

track

Users have reported that after moving to Server Sync, CRM for Outlook no longer enables the View in CRM and Convert buttons for tracked activities. This is a known issue. The good news is Microsoft has recently published the KB article for Update Rollup 2 for CRM SP1, and this issue is slated to be […]